Wealth Enhancement Advisory Services
FTEC icon

Wealth Enhancement Advisory Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.95M Sell
18,581
-9,707
-34% -$2.13M 0.01% 1020
2025
Q4 		$6.47M Buy
28,288
+1,754
+7% +$397K 0.01% 894
2025
Q3 		$5.96M Buy
26,534
+2,081
+9% +$433K 0.01% 863
2025
Q2 		$4.9M Sell
24,453
-3,037
-11% -$525K 0.01% 906
2025
Q1 		$4.43M Sell
27,490
-3,091
-10% -$554K 0.01% 878
2024
Q4 		$5.65M Buy
30,581
+6,758
+28% +$1.24M 0.01% 758
2024
Q3 		$4.16M Sell
23,823
-472
-2% -$79.8K 0.01% 787
2024
Q2 		$4.17M Buy
24,295
+6,913
+40% +$1.09M 0.01% 736
2024
Q1 		$2.71M Buy
17,382
+287
+2% +$43.2K 0.01% 839
2023
Q4 		$2.46M Sell
17,095
-411
-2% -$54.4K 0.01% 840
2023
Q3 		$2.15M Buy
17,506
+13,682
+358% +$1.76M 0.01% 835
2023
Q2 		$500K Buy
+3,824
New +$454K 0.01% 353

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return